Concurrent Investment Advisors, LLC Energy Sector Spdr Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 67,838 shares of XLE stock, worth $5.93 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
67,838
Previous 57,375 18.24%
Holding current value
$5.93 Million
Previous $5.04 Billion 15.35%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $871,777 - $1.02 Million
10,463 Added 18.24%
67,838 $5.81 Billion
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $7.99 Million - $8.85 Million
-94,764 Reduced 62.29%
57,375 $5.04 Billion
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $4.92 Million - $5.48 Million
-55,844 Reduced 26.85%
152,139 $13.9 Billion
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $442,142 - $522,370
5,533 Added 2.73%
207,983 $19.6 Billion
Q4 2023

Apr 15, 2024
BUY
$81.2 - $91.96 $16.4 Million - $18.6 Million
202,450 New
202,450 $17 Billion

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email